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Our Vision
At Carlson Accounting, we strive to be one of the premier accounting and tax services in Highlands County. With over 30 years of family-owned and operated business, we have developed a reputation for providing exceptional service, expertise, and personalized attention to our clients. When you work with us, you can expect a personalized approach that treats every relationship like family.
Our Services
At Carlson Accounting, we understand that every business is unique, and every client has specific needs. That's why we offer a wide range of services designed to help small business owners like you succeed. Our services include:
Business Accounting: We provide expert accounting services to help you track your finances, manage your cash flow, and make informed business decisions.
Bookkeeping: Our experienced bookkeepers will ensure your financial records are accurate and up-to-date, allowing you to focus on what you do best - running your business.
Payroll Services: We take care of your payroll needs, including tax compliance and timely payment to your employees.
Tax Preparation: Our certified public accountants will guide you through the complex world of tax preparation, ensuring you take full advantage of tax credits and deductions.
Our Story
At Carlson Accounting, we pride ourselves on our commitment to integrity, expertise, and personalized service. Our story began when Bill Carlson, our founder, closed his dream of owning a local hardware store and decided to help small, local businesses succeed. With his family by his side, Bill embarked on a new journey, starting Carlson Accounting in 1986. Today, we continue to serve our clients with timely, friendly service, always keeping their best interests at heart.
Meet Our Team
Our team consists of experienced professionals who are passionate about helping small businesses succeed. We are led by Jeff Carlson, our CEO and Certified Public Accountant, who has over 20 years of experience in the industry. Our team includes:
- Jeff Carlson, CEO/CPA
- Belen Juarez, Accounting Manager
- Donna Carlson, Office Manager
- Susan Lenihan, Bookkeeper
- Angie McCranie, Bookkeeper
- Kendra Brunson, Bookkeeper
- Bill Carlson, Accountant
Overall Experience
The reviews provide a mixed assessment of the company's performance, with both positive and negative feedback.
Positive Aspects
The company has earned a reputation for being trustworthy and caring about its clients and their families. Some reviewers have reported exceptionally quick service, with tax returns completed in as little as two days. The company's work quality is also praised as high-quality.
Negative Aspects
Some reviewers have expressed disappointment with the company's recent performance, stating that they seem to be dragging their feet and not meeting expectations. One reviewer reported a poor experience with the company, citing delays in receiving original documents and unreliable excuses.
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